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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
376
Community Bank
New York
$2.12M
MPW
377
MA Private Wealth
California
$2.11M
FCBT
378
First Citizens Bank & Trust
North Carolina
$2.1M
DWT
379
Dorsey & Whitney Trust
South Dakota
$2.09M
TC
380
Trilogy Capital
California
$2.09M
CAM
381
Cresset Asset Management
Illinois
$2.03M
SAS
382
Stelac Advisory Services
New York
$2.01M
DADC
383
D.A. Davidson & Co
Montana
$2.01M
CW
384
CreativeOne Wealth
Kansas
$1.99M
SB
385
Strategic Blueprint
Georgia
$1.99M
GWANC
386
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99M
PP
387
Patten & Patten
Tennessee
$1.92M
NCM
388
Northwest Capital Management
Oregon
$1.92M
BWA
389
BCU Wealth Advisors
Illinois
$1.9M
LWA
390
Lifelong Wealth Advisors
Minnesota
$1.87M
IDA
391
Intelligence Driven Advisers
California
$1.87M
RFN
392
RDA Financial Network
Iowa
$1.87M
WP
393
WealthPLAN Partners
Nebraska
$1.86M
GWP
394
Gateway Wealth Partners
Wisconsin
$1.86M
PC
395
Payne Capital
Oregon
$1.86M
CFS
396
Coordinated Financial Services
Colorado
$1.85M
SSWM
397
Sheets Smith Wealth Management
North Carolina
$1.85M
AWM
398
Axxcess Wealth Management
California
$1.84M
BBHC
399
Brown Brothers Harriman & Co
New York
$1.84M
BRWA
400
B. Riley Wealth Advisors
Florida
$1.84M